Cole Jonathan Mattson

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alvin Wolcott II is a CFP® with 12 years of experience in financial advisory roles. He is the owner of Apex Tax & Financial Planning in Kent, WA, where he has worked since 2020. Alvin also owns Apex Tax & Financial Solutions, a CPA firm providing tax preparation and planning services. His prior experience includes roles at Synergy Asset Management, Pacific Portfolio Consulting, Moser Wealth Advisors, and Waddell & Reed. Apex Tax & Financial Planning offers personalized financial planning and wealth management to individuals, high-net-worth clients, business owners, trusts, and other financial professionals. The firm uses tax-aware planning and a total-return investment framework incorporating both active and passive strategies, with a focus on written Investment Policy Statements and comprehensive portfolio reviews.

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Lewis Mc Murran is a financial advisor at A&M Advisory LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include work at The Leaders Group Inc, Black Pearl Advanced LLC, and the State of Washington. He has also been involved with McMurran Enterprises. A&M Advisory LLC provides financial planning and investment research services to individuals, couples, families, and accredited investors, focusing on tailored plans and specific investment recommendations without portfolio management or custody services. The firm emphasizes client education and personalized planning based on client data, goals, and risk tolerance, utilizing both fundamental and technical analysis.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.